MCC
PINC

Money Concepts Capital’s Premier PINC Stock Holding History

Money Concepts Capital’s Portfolio PINC Stock Details PINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-96
Closed -$3.36K – 2215
2022
Q4 		$3.36K Buy
+96
New +$3.2K ﹤0.01% 2513
2022
Q2 		– Sell
-96
Closed -$3K – 2295
2022
Q1 		$3K Buy
+96
New +$3.57K ﹤0.01% 2378

Other funds holding PINC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Money Concepts Capital's PINC Position: Q1 2023 in Review

Money Concepts Capital sold out of Premier (PINC) in Q1 2023, closing a stake of 96 shares — an estimated $3.36K sold.

Money Concepts Capital first reported a position in PINC in Q1 2022 and held it in 2 quarters. The position peaked at $3.36K in Q4 2022. 258 funds tracked by Wall St. Rank hold PINC as of Q1 2023.

  • Money Concepts Capital reported no remaining Premier position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 96 Premier shares in Q1 2023, an estimated $3.36K.
  • Money Concepts Capital first reported a position in Premier in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Premier position peaked at $3.36K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held Premier as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.